Help Center

Tips:

• Create your free account to get started
• Set up your first workspace for your team
• Invite team members to collaborate

Steps:

1. 1Create an account and verify your email
2. 2Create your first workspace (e.g., 'Marketing Team', 'Product Development')
3. 3Create a new project within your workspace
4. 4Set up columns for your workflow (e.g., To Do, In Progress, Review, Done)
5. 5Start adding tasks to your columns
6. 6Invite team members to collaborate

Details:

• Workspaces contain multiple projects and team members
• Projects organize tasks around specific goals or campaigns
• Tasks can have priorities, due dates, assignees, and subtasks
• Columns represent stages in your workflow

Tips:

• Use the sidebar to navigate between different sections
• Select your workspace from the dropdown at the top
• Quickly access recent projects from the dashboard home

Steps:

1. 1Navigate to your project by clicking on it from the dashboard
2. 2View tasks organized into columns (default: To Do, In Progress, Review, Done)
3. 3Drag and drop tasks between columns to update their status
4. 4Tasks are automatically sorted within columns by due date or position

Steps:

1. 1Click the 'Add Task' button or use the + icon on any column
2. 2Enter a descriptive title for the task
3. 3 Optionally set a priority (Low, Medium, High, Urgent)
4. 4Add an optional due date to track deadlines
5. 5Click 'Create' to add the task to the selected column

Steps:

1. 1Click on any task card to open the task details
2. 2Use the edit icon to modify task information
3. 3Update the title, description, priority, or due date
4. 4Click 'Save Changes' to apply your updates

Tips:

• Urgent: Needs immediate attention
• High: Important and time-sensitive
• Medium: Standard priority tasks
• Low: Nice to have, no rush

Tips:

• Click on any date to view tasks due that day
• Navigate between months using the arrows
• Tasks appear on their due dates in the calendar
• Color-coded priorities make it easy to spot urgent items

Steps:

1. 1Navigate to the Calendar section from the sidebar
2. 2Browse tasks by day, week, or month view
3. 3Click on a task to see full details or mark it complete
4. 4Tasks without due dates won't appear in calendar view

Tips:

• Check for clustering of tasks on specific dates
• Spread out work by adjusting due dates
• Use it for sprint planning and capacity planning
• Share calendar views with stakeholders

Tips:

• View all team members in one place
• See each member's role and current assignments
• Quickly identify who's working on what

Steps:

1. 1Navigate to the Team section from the sidebar
2. 2Click 'Invite Member' or use the invite form
3. 3Enter the colleague's email address
4. 4Select an appropriate role (Admin, Manager, Member, Viewer)
5. 5Send the invitation
6. 6They'll receive an email to join your workspace

Details:

• Admin: Full access to all workspace settings and data
• Manager: Can manage projects, tasks, and team members
• Member: Can create and edit tasks, comment on work
• Viewer: Can view projects and tasks but cannot make changes

Steps:

1. 1Go to the Team section
2. 2Find the team member you want to modify
3. 3Click on their current role to change it
4. 4Select the new role from the dropdown
5. 5Changes take effect immediately

Tips:

• Track task completion rates over time
• Identify bottlenecks in your workflow
• Measure team velocity and capacity
• Make data-driven decisions for your projects

Details:

• Tasks Completed: Total tasks finished in a period
• Tasks by Priority: Distribution of urgent vs. low priority work
• Time in Columns: How long tasks spend in each workflow stage
• Team Workload: Distribution of tasks across team members

Steps:

1. 1Navigate to the Reports section from the sidebar
2. 2Select a date range for your analysis
3. 3Review the various charts and metrics
4. 4Use insights to optimize your workflow
5. 5Share reports with stakeholders as needed

Tips:

• Update workspace name and description
• Manage default column names and colors
• Configure notification preferences
• Archive completed projects

Steps:

1. 1Click on your profile in the sidebar
2. 2Update your display name and email
3. 3Add or change your avatar
4. 4Update notification settings
5. 5Change your password for security

Tips:

• Task assignments: Get notified when tasks are assigned to you
• Due date reminders: Receive alerts before deadlines
• Comments: Stay updated on task discussions
• Team updates: Know when new members join your workspace